Declan Fox is Head of Linea and Trantor is Lead at Etherex.
In this episode, we explore Linea’s origins inside ConsenSys, and their new approach to designing the ideal L2 for Ethereum and ETH holders from the ground up. Plus, we dive into how SharpLink could play a significant role bootstrapping ETH liquidity on Linea, why bridged ETH is being staked, how teams like Etherex are growing the ecosystem, and what it all means for us as ETH holders, as we draw closer to the LINEA TGE.
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🔗 Essential Show Links 🔗
► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/
------
The Edge Podcast Sponsor Resources
♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE
♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS
🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET
🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE
⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
📈 RUMPEL | TURN POINTS INTO PROFITS
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
------
Timestamps
0:00 - Intro
7:10 - How Linea got started
12:13 - What is Etherex?
15:46 - Building loyal liquidity
18:49 - SharpLink could deposit billions in ETH
27:04 - Sponsor break
28:14 - Building institutional grade security to deposit on Linea
31:50 - Native ETH yield
34:05 - Equal access for all DeFi users
34:48 - Designing the ideal L2 for Ethereum and ETH holders
39:21 - Will other L2s follow Linea’s lead?
40:39 - The benefit of bridged ETH being staked
42:20 - Sponsor break
43:56 - Linea tokenomics synergies for builders
46:45 - No VC unlocks, only ConsenSys 5-year lockup
49:05 - Linea governance and The Linea Consortium
50:39 - An L2 that is truly EVM equivalent
55:12 - Etherex and Linea partnership
1:04:23 - Linea’s next steps
1:06:34 - Closing
------
🔗 Guest Links 🔗
► Linea website: https://linea.build/
► Linea on X: https://x.com/lineabuild
► Declan on X: https://x.com/declanfox14
► Etherex website: https://www.etherex.finance/
► Etherex on X: https://x.com/etherexfi
► Trantor on X: https://x.com/trantor2140
------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic hold ETH and SBET. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
Maria Shen is a General Partner and Sanjay Shah is in Research at Electric Capital.
In this episode, we break down Electric Capital's latest report on how the growth of stablecoins drives demand for ETH. We unpack why Ethereum the network is best positioned to serve global demand for stablecoins, its current dominance in stablecoin liquidity, how ETH’s status as a reserve asset and store of value is accelerating with demand for stablecoins, and why holding ETH may be the easiest, simplest way to get exposure to stablecoin growth over the next decade.
------
🔗 Essential Show Links 🔗
► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/
------
The Edge Podcast Sponsor Resources
♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE
♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS
🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET
🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE
⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
📈 RUMPEL | TURN POINTS INTO PROFITS
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
------
Timestamps
0:00 - Intro
5:36 - Background on Electric Capital
7:21 - Why write this Ethereum stablecoin report
9:29 - Outsized demand globally for dollar-pegged stablecoins
10:59 - Why Ethereum is the best network for stablecoin demand
15:48 - The value of decentralization on Ethereum
22:52 - Sponsor break
24:02 - How ETH becomes a reserve asset and SoV
27:29 - ETH DATs accelerating demand for ETH
30:27 - Beginning to connect ETH and stablecoin growth
36:02 - Sponsor break
37:39 - Challenges to replicate Ethereum’s stablecoin flywheel
44:10 - Risks to Electric Capital’s thesis for ETH
48:25 - The role of L2s in the Ethereum stablecoin flywheel
50:41 - Closing
------
🔗 Guest Links 🔗
► Electric Capital website: https://www.electriccapital.com/
► Beyond Stablecoins, The Case for Ethereum Report: https://electriccapital.substack.com/p/beyond-stablecoins-the-case-for-ethereum
► Electric Capital on X: https://x.com/electriccapital
► Maria on X: https://x.com/mariashen
► Sanjay on X: https://x.com/sanjaypshah
------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad, Nomatic, and Electric Capital all hold ETH. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
Ishan Bhaidani is CoFounder of SCRIB3.
In this episode, we speak to an insightful crypto investor, trader, and business operator with insights for what's to come in the second half of 2025. From the bull case for HyperEVM to Solana's escalating DeFi turf wars. We dive into the risk around crypto treasury companies, the latest hope for new ETH highs, memecoin fatigue, and who/what might lead to top-blasting a blowoff top this cycle!
------
🔗 Essential Show Links 🔗
► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/
------
The Edge Podcast Sponsor Resources
♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE
♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS
🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET
🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE
⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
📈 RUMPEL | TURN POINTS INTO PROFITS
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
------
Timestamps
0:00 - Intro
6:02 - Ishan’s FTX short
10:41 - Concerns for crypto treasury companies
16:12 - HyperEVM bull thesis
27:15 - Solana DeFi verticalization wars
40:26 - Growing pains for Pump and memecoins
46:55 - Sponsor break
48:05 - Crypto M&A is growing
53:47 - The opportunity for better crypto businesses
1:02:12 - Sponsor break
1:03:48 - Who will top blast this cycle?
1:12:08 - The impact of new ETH DATs
1:18:23 - What is SCRIB3?
1:23:18 - Closing
------
🔗 Guest Links 🔗
► SCRIB3 website: https://scrib3.co/
► Ishan's Oct 2022 FTX short: https://x.com/Ishanb22/status/1577699083808083969
► SCRIB3 on X: https://x.com/scrib3_co
► Ishan on X: https://x.com/ishanb22
------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad, Nomatic, and Ishan collectively hold positions in BTC, ETH, HYPE, and SOL. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
Conor Ryder is the Head of Research at Ethena Labs and Rob Montgomery is the Founder of InfiniFi Labs.
In this episode, we catch up on the latest news surrounding Ethena’s explosive growth scaling USDe and sUSDe, including how teams like InfiniFi are scaling yield strategies powered by underlying USDe/sUSDe. Plus, new details on Ethena’s upcoming L2 Converge and their recently announced ENA treasury vehicle, StablecoinX.
------
🔗 Essential Show Links 🔗
► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/
------
The Edge Podcast Sponsor Resources
♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE
🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET
🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE
⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
📈 RUMPEL | TURN POINTS INTO PROFITS
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
------
Timestamps
0:00 - Intro
1:29 - The state of Ethena
4:29 - Sponsor break
6:42 - Importance of funding rates fueling Ethena’s growth
8:42 - What is InfiniFi?
11:00 - What happens when Ethena PTs, backing siUSD, mature?
13:46 - How does InfiniFi offer a better yield for sUSDe holders?
20:30 - What is Ethena’s Converge L2?
25:09 - Ethena’s grand vision is coming together
27:34 - Securitize partnership with Converge
28:17 - Sponsor break
30:34 - StablecoinX, an ENA treasury company
36:37 - Closing
------
🔗 Guest Links 🔗
► Ethena website: https://ethena.fi/
► InfiniFi website: https://infinifi.xyz/
► Ethena on X: https://x.com/ethena_labs
► InfiniFi on X: https://x.com/infiniFi_
► Conor Ryder on X: https://x.com/ConorRyder
► Rob on X: https://x.com/RobAnon94
------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic are investors in Ethena and InfiniFi. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
Kyle Reidhead is the Founder of Impact3 and Co-Owner of The Milk Road.
In this episode, we provide a comprehensive guide on ETH treasury companies, publicly traded firms focused on acquiring and staking ETH for their balance sheets, while tapping into DeFi to earn yield. We explore how these firms raise capital to buy more ETH, how staking/DeFi differentiates them from BTC treasury companies, why metrics like mNAV, share count, and ETH purchase-to-issuance ratio matter, and how this new Wall Street phenomenon is driving an outsized bid to buy a shrinking supply of ETH.
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🔗 Essential Show Links 🔗
► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/
------
The Edge Podcast Sponsor Resources
♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE
🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET
🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE
⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
📈 RUMPEL | TURN POINTS INTO PROFITS
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
------
Timestamps
0:00 - Intro
6:49 - Kyle, Impact3, and The Milk Road
12:00 - Why Kyle’s team is so long ETH
18:17 - Is it a DAT or ETH treasury company?
19:23 - What is mNAV and how the premium trades
23:54 - How publicly traded companies pivot to ETH DATs
29:11 - Importance of share count
31:26 - Sponsor break
32:36 - How ETH DATs raise money to buy more ETH
39:02 - Staking and DeFi yield for public markets
43:50 - Picking winners among ETH DATs
49:20 - The shift with ETH price leading sentiment
56:21 - ETH purchase / issuance ratio
59:29 - Sponsor break
1:01:05 - Key takeaways from recent talks with Joe Lubin
1:05:17 - BTCS is a standout as an operator
1:11:28 - Ethereum DeFi 2.0 comes next
1:17:20 - Risks
1:27:06 - Recent OTC ETH buy from EF
1:29:52 - When will the market top out?
1:31:03 - Closing
------
🔗 Guest Links 🔗
► Strategic ETH Reserve website: https://strategicethreserve.xyz/
► Crypto Treasuries website: https://cryptotreasuries.com/
► Milk Road website: https://milkroad.com/
► Milk Road on X: https://x.com/MilkRoadDaily
► Impact3 website: https://impact3.co/
► Impact3 on X: https://x.com/Impact3Growth
► Kyle on X: https://x.com/kyleReidhead
------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. Kyle, DeFi Dad, and Nomatic all hold ETH and SBET. Kyle also holds BTCS. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
Kony is the Founder and CEO at GAIB.
In this episode, we discover how GAIB is transforming access to AI infrastructure by turning GPU compute into tokenized, yield-generating assets on Ethereum, blending DeFi innovation with real-world demand for neocloud financing.
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🔗 Essential Show Links 🔗
► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/
------
The Edge Podcast Sponsor Resources
♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE
🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET
🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE
⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
📈 RUMPEL | TURN POINTS INTO PROFITS
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
------
Timestamps
0:00 - Intro
8:04 - Demand to finance AI compute and neocloud providers
13:46 - How TradFi works with neoclouds providers
16:37 - Operators are excited to work with GAIB
19:17 - How tokenizing GPUs works
23:58 - Sponsor break
25:08 - Why compute is a valuable RWA
27:51 - What is the synthetic dollar AID?
29:42 - How does GAIB source and originate deals?
34:18 - What happens if GAIB borrowers default?
38:13 - Sponsor break
39:49 - A two-token design, plus estimated yield for sAID
42:27 - How do AID holders and GAIB make money?
46:38 - What’s next?
50:57 - Spice Points Program
53:09 - Closing
------
🔗 Guest Links 🔗
► GAIB website: https://gaib.ai/
► GAIB on X: https://x.com/gaib_ai
► Kony on X: https://x.com/konyk001
------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic invested in GAIB's seed round. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
Suhail Gangji is the Founder at Portals.fi.
In this episode, we unpack DeFi trends we’re recently bullish on, and the ones that have us concerned, as we explore where UX has improved, where blowups could still happen, and how Portals.fi is positioning to make advanced yield strategies accessible to everyone.
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🔗 Essential Show Links 🔗
► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/
------
The Edge Podcast Sponsor Resources
♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE
🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET
🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE
⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
📈 RUMPEL | TURN POINTS INTO PROFITS
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
------
Timestamps
0:00 - Intro
7:30 - Suhail’s background and Portals.fi
11:45 - Has the DeFi UX really improved?
15:21 - Concerns for blowup risk in DeFi
20:46 - How Suhail assesses new DeFi for risk?
25:34 - Sponsor break
26:45 - Potential contagion from risk curators
33:22 - DeFi trends with staying power
39:53 - Fluid LPs offer new yield strategies
47:09 - Thoughts on Solana DeFi
48:41 - Sponsor break
50:18 - Will Portals.fi support HyperEVM yields?
52:54 - Are DAT stocks the biggest onramp for investors getting DeFi exposure?
58:33 - What is Portals.fi?
1:02:44 - Long term vision for Portals.fi
1:06:41 - Closing
------
🔗 Guest Links 🔗
► Portals.fi website: https://portals.fi/
► Portals.fi on X: https://x.com/portals_fi
► Suhail on X: https://x.com/cryptonomik
------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad is an advisor to Portals.fi. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
DeFi Devin is the CoFounder and Chief Degen at GammaSwap.
In this episode, we break down how GammaSwap’s new gETH token aims to unlock sustainable 20–25% ETH yield by combining concentrated liquidity with delta-neutral strategies, all without relying on token incentives.
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🔗 Essential Show Links 🔗
► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/
------
The Edge Podcast Sponsor Resources
♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE
🪄 NEWTON | SIMPLER CRYPTO UX WITH VERIFIABLE AI AGENTS
🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE
⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
📈 RUMPEL | TURN POINTS INTO PROFITS
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
------
Timestamps
0:00 - Intro + What is GammaSwap?
7:22 - How new Yield Tokens will manage concentrated LPs
10:39 - 20-25% yield for future gETH token
12:55 - Where the gETH yield comes from?
16:23 - Sponsor Break
17:30 - How will Yield Tokens operate in bull/bear/flat markets?
22:59 - ETA for GS Yield Tokens + points program
24:45 - Thoughts on lending protocols becoming DEXs
27:08 - Sponsor break
28:46 - Could GammaSwap be a source of yield for ETH DATs?
34:02 - How will users deposit into gETH?
36:43 - Closing
------
🔗 Guest Links 🔗
► GammaSwap website: https://gammaswap.com/
► GammaSwap on X: https://x.com/GammaSwapLabs
► DeFi Devin on X: https://x.com/0xdefidevin
------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
Jakub Wojciechowski and Marcin Kaźmierczak are the CoFounders of RedStone.
In this episode, we explore how RedStone is powering the next generation of RWAs onchain, from stablecoins to Apollo's private credit onchain issued by Securitize. Get the inside knowledge on why RWA liquidity is primed to grow 1000x the next 10 years!
------
🔗 Essential Show Links 🔗
► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/
------
The Edge Podcast Sponsor Resources
🪄 NEWTON | SIMPLER CRYPTO UX WITH VERIFIABLE AI AGENTS
⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
📈 RUMPEL | TURN POINTS INTO PROFITS
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
------
Timestamps
0:00 - Intro
6:05 - Why oracles still matter in DeFi?
9:35 - RedStone support for RWAs
19:27 - Why Securitize chose RedStone as their oracle provider
23:55 - How much bigger can RWAs grow?
25:23 - Sponsor break
26:04 - How RedStone supports modular money markets
32:26 - RedStone Atom and shielding users from OEV
35:32 - RED value accrual
40:54 - Sponsor break
42:30 - RedStone’s multichain strategy
44:28 - RedStone Roadmap for 2025 and beyond
51:18 - Closing
------
🔗 Guest Links 🔗
► RedStone website: https://www.redstone.finance/
► RedStone RWA Report: https://blog.redstone.finance/2025/06/26/real-world-assets-in-onchain-finance-report/
► RedStone on X: https://x.com/redstone_defi
► Jakub on X: https://x.com/kuba_redstone
► Marcin on X: https://x.com/marcinredstone
------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. Both DeFi Dad and Nomatic were angel investors in RedStone. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
Hyunsu Jung is CIO and Board Member at Hyperion. Max Fiege is an Advisor to Hyperion and a prominent Hyperliquid investor.
In this episode, we speak with the team behind Hyperion (formerly Eyenovia), the first NASDAQ-listed company to adopt HYPE as a crypto treasury reserve, diving into their recent $50M investment, HYPE staking plans, and a vision to become a leading validator on Hyperliquid.
------
🔗 Essential Show Links 🔗
► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/
------
The Edge Podcast Sponsor Resources
♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE
⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
📈 RUMPEL | TURN POINTS INTO PROFITS
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
------
Timestamps
0:00 - Intro
1:08 - Background for a HYPE reserve pubco
4:00 - Sponsor break
5:55 - The meaning of a crypto treasury reserve pubco
8:13 - Why focus on HYPE?
11:36 - What goes behind the scenes to create a crypto reserve pubco?
13:42 - Team size for average pubco like Hyperion
16:27 - Who is HYPD designed for?
18:30 - Sponsor break
19:12 - Finding competitive edge offchain
21:29 - Would Hyperion ever sell options?
22:38 - Partnership for staking HYPE with Kinetiq
28:23 - How Hyperion could tap into HIP-3
31:22 - Sponsor break
33:01 - Potential DeFi strategies for Hyperion
36:36 - How will Hyperion differ from other HYPE treasury pubcos?
38:10 - Where might mNAV land for future crypto treasury pubcos?
41:25 - Closing
------
🔗 Guest Links 🔗
► Hyperion website: http://hyperiondefi.com/
► Hyperion on X: https://x.com/HyperionDeFi
► Max on X: https://x.com/fiege_max
------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. Nomatic holds HYPE. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
In this episode, DeFi Dad and Nomatic break down Robinhood’s recent announcement around Robinhood Chain built with Arbitrum and Ethereum, plus their new perps trading, staking support, and stock token trading, and what it all means for the next wave of crypto adoption.
------
🔗 Essential Show Links 🔗
► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/
------
The Edge Podcast Sponsor Resources
🪄 NEWTON | SIMPLER CRYPTO UX WITH VERIFIABLE AI AGENTS
🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS
🤙 FAIR | THE FIRST L1 BLOCKCHAIN TO ELIMINATE MEV AT CONSENSUS
📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET
------
Timestamps
0:00 - Intro
6:14 - Why the Robinhood crypto app never appealed to me
8:49 - Stock tokens on Ethereum L2 Arbitrum + Robinhood Chain
17:41 - Private company stock tokens
20:56 - Sponsor break
20:38 - Will tokenization standards be an issue for stock tokens?
25:13 - Reflecting on where we are since DeFi Summer
26:59 - Robinhood perpetual futures live for EU customers
31:20 - ETH and SOL staking is live in-app
32:40 - Impact of regulatory change in US
34:47 - Positioning for DeFi and crypto growth to go parabolic
37:14 - Sponsor break
38:35 - Could Robinhood/Coinbase lean into the ETH treasury trend?
42:29 - Closing
------
🔗 Guest Links 🔗
► Robinhood announcement: https://newsroom.aboutrobinhood.com/robinhood-launches-stock-tokens-reveals-layer-2-blockchain-and-expands-crypto-suite-in-eu-and-us-with-perpetual-futures-and-staking/
► Robinhood livestream on X: https://x.com/RobinhoodApp/status/1939701274217460047
------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic both hold ETH and SOL. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
Rhett Shipp is the CoFounder at Avant.
In this episode, we unpack how Avant is bringing actively managed, hedge fund–like strategies onchain through permissionless, yield-bearing tokens like savUSD earning 10% and savBTC earning 3.8%.
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🔗 Essential Show Links 🔗
► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/
------
The Edge Podcast Sponsor Resources
🪄 NEWTON | SIMPLER CRYPTO UX WITH VERIFIABLE AI AGENTS
🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS
🤙 FAIR | THE FIRST L1 BLOCKCHAIN TO ELIMINATE MEV AT CONSENSUS
📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET
------
Timestamps
0:00 - Intro
1:21 - Avant founder background
3:35 - Who are key customers for yield-bearing assets?
5:14 - Understanding the stablecoin landscape
13:03 - Sponsor break
15:50 - What is avUSD vs savUSD?
22:29 - Scaling yield strategies backing savUSD
25:52 - Sponsor break
27:54 - Avant security
34:35 - What is avBTC vs savBTC?
38:32 - TradFi demand for Avant yields
41:58 - Closing
------
🔗 Guest Links 🔗
► Avant website: https://www.avantprotocol.com/
► Avant on X: https://x.com/avantprotocol
► Rhett on X: https://x.com/RhettShipp
------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
Tomasz Stańczak is the Founder of Nethermind and now Co-Executive Director at the Ethereum Foundation.
In this episode, the Ethereum Foundation’s new Co-Executive Director shares his vision for Ethereum’s next decade--covering L1 scaling, the evolving role of the EF, treasury policy, and how Ethereum can stay essential in an AI-powered world.
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🔗 Essential Show Links 🔗
► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/
------
The Edge Podcast Sponsor Resources
🪄 NEWTON | SIMPLER CRYPTO UX WITH VERIFIABLE AI AGENTS
🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS
🤙 FAIR | THE FIRST L1 BLOCKCHAIN TO ELIMINATE MEV AT CONSENSUS
📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET
------
Timestamps
0:00 – Intro
6:35 – Tomasz’s Path to EF Leadership
16:46 – EF’s Legacy Role vs. Today’s Mission
22:34 – How Regulation Shapes Ethereum & Crypto
27:36 – Sponsor Break
28:17 – Ethereum’s Top Priorities: L1 Scaling, Blobs & UX
39:08 – Will Ethereum Accrue Value if L2s Win?
43:49 – Sponsor Break
45:28 – Inside EF’s New Treasury Policy
49:24 – New Collaboration Models: Etherealize & Beyond
52:58 – Ethereum + AI: What’s Possible?
1:04:03 – What Success Looks Like in 10 Years
1:09:57 – Closing
------
🔗 Guest Links 🔗
► Ethereum website: https://ethereum.org/
► EF website: https://ethereum.foundation/
► Ethereum on X: https://x.com/ethereum
► EF on X: https://x.com/ethereumfndn
► Tomasz on X: https://x.com/tkstanczak
------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. Both DeFi Dad and Nomatic hold ETH. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
In this special crossover episode, we take the hot seat as guests for the first time, to talk about why we remain so bullish on DeFi!
Guided by Wallfacer Podcast host Ryan Rodenbaugh, we cover a wide range of investor topics including how Bitcoin’s ideological roots still shape today’s industry, why Ethereum and ETH remain fundamentally undervalued, the growing tension between narratives and reality in crypto, and how our perspective as DeFi users informs how we invest as angels. We even share some of the actual protocols and tokens we’ve been allocating to, something we rarely do in such detail.
Special thanks to our friend Ryan for hosting! He is the CoFounder & CEO of Wallfacer Labs, the team behind vaults.fyi, connecting users directly to 500+ DeFi vaults across 50+ protocols and 10+ blockchain networks. Ryan was kind enough to originally invite us on The Wallfacer Podcast and then allow us to republish this episode for our own audience.
------
🔗 Essential Show Links 🔗
► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/
------
The Edge Podcast Sponsor Resources
🪄 NEWTON | SIMPLER CRYPTO UX WITH VERIFIABLE AI AGENTS
🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS
🤙 FAIR | THE FIRST L1 BLOCKCHAIN TO ELIMINATE MEV AT CONSENSUS
📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET
------
Timestamps
0:00 - Intro
5:37 - Our start in crypto
16:46 - How our roots in Bitcoin grounds us
21:46 - Bitcoin vs Ethereum vs high-performance L1 ideologies
30:05 - Sponsor break
30:46 - Ethereum and ETH’s bright path ahead
41:24 - All investments start with our POV as users
47:58 - Pros and cons of narratives over reality
54:33 - Notable winners from DeFi 1.0 to now
1:08:18 - Sponsor break
1:09:57 - What needs to happen for DeFi tokens to reprice?
1:22:44 - DeFi ideas, protocols, tokens we’ve bet on recently
1:40:46 - Closing
------
🔗 Guest Links 🔗
► vaults.fyi website: https://vaults.fyi/
► vaults.fyi on X : https://x.com/vaultsfyi
► Ryan on X: https://x.com/ryanrodenbaugh
► Wallfacer Labs on X: https://x.com/wallfacerlabs
► Subscribe to The Wallfacer Podcast: https://podcasts.apple.com/us/podcast/wallfacer-podcast/id1709530326
------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
Cole Kennelly is the Founder and CEO at Volmex Labs.
In this episode, we dive into how Volmex created the first crypto-native volatility indices, BVIV and EVIV, and how traders can now measure, track, and even trade crypto market volatility using tools modeled after the VIX.
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🔗 Essential Show Links 🔗
► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/
------
The Edge Podcast Sponsor Resources
🪄 NEWTON | SIMPLER CRYPTO UX WITH VERIFIABLE AI AGENTS
🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS
🤙 FAIR | THE FIRST L1 BLOCKCHAIN TO ELIMINATE MEV AT CONSENSUS
📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET
------
Timestamps
0:00 - Intro
1:06 - Cole’s background
2:33 - The importance of volatility in crypto
4:41 - Sponsor break
7:39 - Why crypto needs Volmex indices?
9:49 - Overview of Volmex indices
12:39 - Will Volmex ever support perps for trading funding rates?
13:24 - How are investors using Volmex?
17:16 - DEX/CEX interest in perps for Volmex indices
21:46 - The perseverance to find product-market fit
27:12 - Sponsor break
29:12 - Trends in BVIV, EVIV, SVIV
33:33 - Understanding Volmex Prime Rate Indices (VPR)
35:50 - What is tradeable onchain?
38:04 - Future Volmex token and points program
40:46 - What’s next in Volmex roadmap?
42:48 - Closing
------
🔗 Guest Links 🔗
► Volmex website: https://volmex.finance/
► Volmex Foundation website: https://charts.volmex.finance/
► Volmex on X: https://x.com/volmexfinance
► Volmex Foundation on X: https://x.com/VolmexFDN
► Cole on X: https://x.com/ColeGotTweets
------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. 4RC invested in Volmex's seed round in 2021. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
Sam MacPherson is CEO at Phoenix Labs, a service provider to Spark.
In this episode, we explore how one of the top 5 largest DeFi protocols scaled to billions in liquidity onchain without a token, and why its upcoming SPK launch, RWA strategy, and “not a bank” campaign prove it’s just getting started.
------
🔗 Essential Show Links 🔗
► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/
------
The Edge Podcast Sponsor Resources
🪄 NEWTON | SIMPLER CRYPTO UX WITH VERIFIABLE AI AGENTS
🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS
🤙 FAIR | THE FIRST L1 BLOCKCHAIN TO ELIMINATE MEV AT CONSENSUS
📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
🥞 SYRUP.FI | INSTITUTIONAL-GRADE YIELD
------
Timestamps
0:00 - Intro
5:55 - Start at Maker
12:40 - Spark spinning out of Maker
17:07 - The Spark product suite
21:11 - Capacity to onramp another $20B
23:21 - Serious interest in yield from institutions
25:28 - Sponsor break
26:09 - Spark’s interest in lending to institutions like BlackRock
28:50 - Strategy for the stablecoin boom
31:19 - Web2 partners will offer access to Spark yields
32:26 - Spark’s interest in more RWAs
37:24 - Sponsor break
39:03 - Who decides where SLL will allocate capital?
44:25 - Spark is not a bank
49:11 - SPK TGE, Pendle campaign, and airdrop
51:46 - Rewarding legacy Spark users
52:44 - Sam’s vision for Spark
54:22 - Closing
------
🔗 Guest Links 🔗
► Spark website: https://spark.fi/
► Spark Data Hub website: https://data.spark.fi/
► Spark on X: https://x.com/sparkdotfinance
► Sam on X: https://x.com/hexonaut
------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. As of the recording, DeFi Dad and Nomatic are holding YT-USDS on Pendle, expiring August 13, 2025. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
Jack O'Holleran is the CoFounder of SKALE and CEO at SKALE Labs.
In this episode, Jack breaks down why they built FAIR, a new L1 blockchain designed to eliminate MEV at the consensus level and unlock a new wave of AI and DeFi applications.
------
🔗 Essential Show Links 🔗
► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/
------
The Edge Podcast Sponsor Resources
🪄 NEWTON | SIMPLER CRYPTO UX WITH VERIFIABLE AI AGENTS
🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS
📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
🥞 SYRUP.FI | INSTITUTIONAL-GRADE YIELD
------
Timestamps
0:00 - Intro
7:01 - Jack’s background
12:52 - Building in crypto under hostile regulators vs today
18:14 - Mission behind SKALE
20:10 - Why build FAIR?
21:42 - Early traction with SKALE
24:08 - Sponsor break
24:49 - How 0 gas fees work on SKALE
27:02 - What is BITE Protocol and why MEV is bad for users?
29:05 - Thoughts on REV
32:58 - What’s the connection between SKALE and FAIR?
35:49 - Is FAIR its own L1 or could it work alongside Ethereum?
37:43 - How will FAIR attract users?
41:10 - Sponsor break
42:49 - What new products might be possible on FAIR?
45:53 - Which users should look at FAIR?
47:16 - Did retail ever return this cycle?
49:02 - Why this time is different for crypto / DeFi adoption?
53:22 - FAIR Testnet and what’s next?
54:56 - Closing
------
🔗 Guest Links 🔗
► FAIR website: https://www.fairchain.ai/
► SKALE website: https://skale.space/
► FAIR on X: https://x.com/FAIR_Blockchain
► SKALE on X: https://x.com/SkaleNetwork
► Jack on X: https://x.com/jackoholleran
------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
Aya Kantorovich is the Co-CEO and Co-Founder at August and Upshift.
In this episode, we explore how Aya's team is building institutional-grade infrastructure to unlock the next wave of capital into DeFi. Plus, how everyday users can earn the same curated, risk-managed yield as institutions!
------
🔗 Essential Show Links 🔗
► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/
------
The Edge Podcast Sponsor Resources
🪄 NEWTON | SIMPLER CRYPTO UX WITH VERIFIABLE AI AGENTS
🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS
🤙 SKALE NETWORK | THE GAS-FREE INVISIBLE L1 BLOCKCHAIN
📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
🥞 SYRUP.FI | INSTITUTIONAL-GRADE YIELD
------
Timestamps
0:00 - Intro
8:02 - Building August, an institutional platform for crypto
14:02 - What’s needed for institutional investors to come onchain?
18:29 - Adoption comes from superior financial products
24:53 - Big TradFi money will next wave of adoption
30:06 - Better backend management is necessary for DeFi
34:59 - Sponsor break
35:40 - Composability is why DeFi beats CeFi
40:51 - Why more institutional investors choose Ethereum
46:01 - Sponsor break
47:40 - Using DeFi is where you uncover real edge
55:39 - Top vaults on Upshift
58:37 - Roadmap for August and Upshift
1:01:00 - Closing
------
🔗 Guest Links 🔗
► Upshift website: https://www.upshift.finance/
► August website: https://www.augustdigital.io/
► Upshift on X: https://x.com/upshift_fi
► August on X: https://x.com/august_digital
► Aya on X: https://x.com/aya_kantor
------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
Jared Phillips is the CoFounder and CEO of GolfN.
In this episode, we dive into GolfN, a new golf rewards app built on Solana that lets you earn crypto and other rewards for playing golf, tracking your game, and sharing your love of golf with friends. With over 40,000 golfers on the waitlist and an app launch just around the corner, GolfN is one of the most promising new consumer apps built on Web3 rails, delivering crypto-native rewards that users can benefit from without ever needing to think about the tech behind it.
------
🔗 Essential Show Links 🔗
► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/
------
The Edge Podcast Sponsor Resources
🪄 NEWTON | SIMPLER CRYPTO UX WITH VERIFIABLE AI AGENTS
🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS
🤙 SKALE NETWORK | THE GAS-FREE INVISIBLE L1 BLOCKCHAIN
📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
🥞 SYRUP.FI | INSTITUTIONAL-GRADE YIELD
------
Timestamps
0:00 - Intro
7:02 - Why build a rewards app for golfers?
13:08 - Golf’s trending rise in popularity
17:40 - The fast-paced world of golf media
23:39 - The state of legacy golfing apps
28:20 - Why are there few loyalty programs for golfers?
29:25 - Sponsor break
32:13 - GolfN = Strava + Chase Rewards + Pokémon GO
35:41 - GolfN is an accountability app like WHOOP
42:52 - Sponsor break
44:30 - Examples of how we will use the GolfN app
48:55 - What rewards will GolfN users earn?
52:51 - Benefits of GolfN for course managers
56:42 - GolfN digital golf cards (NFTs) increase earnings in-app
1:00:25 - GolfN app expected to launch any day
1:02:49 - What’s next?
1:06:16 - Closing
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🔗 Guest Links 🔗
► GolfN website: https://golfn.com/
► GolfN on X: https://x.com/GolfNapp
► Jared on X: https://x.com/JMPlusEV
► Bryson DeChambeau on YouTube: https://www.youtube.com/@brysondechambeau/videos
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All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic are both investors in GolfN. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
Kedian Sun is the CoFounder at Level.
In this episode, we dive into Level, a new stablecoin protocol offering yield lending USDC and USDT to blue-chip protocols, including how Level’s design enables higher yields, what risks and tradeoffs come with that, and how stablecoin farmers can put lvlUSD to work across DeFi protocols like Pendle and Morpho.
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🔗 Essential Show Links 🔗
► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/
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The Edge Podcast Sponsor Resources
🪄 NEWTON | FINANCIAL FREEDOM ON AUTOPILOT
🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS
🤙 SKALE NETWORK | THE GAS-FREE INVISIBLE L1 BLOCKCHAIN
📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
🥞 SYRUP.FI | INSTITUTIONAL-GRADE YIELD
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Timestamps
0:00 - Intro
1:21 - What is Level?
6:06 - Sponsor break
8:42 - Competition among yield-bearing stablecoins
15:11 - Level’s plan to attract net new users onchain
17:43 - Level’s two-token design: lvlUSD vs slvlUSD
19:42 - Sponsor break
20:22 - Why hold lvlUSD over slvlUSD?
22:08 - Level XP Farms
23:51 - Newly launched Morpho vaults for Level
27:27 - Designing for low-risk yield
33:31 - Sponsor break
34:51 - Level markets on Pendle Finance
36:47 - Earning with lvlUSD deposits on Morpho
37:27 - What happens to lvlUSD after XP incentives expire?
42:08 - Closing
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🔗 Guest Links 🔗
► Level website: https://www.level.money/
► Level on X: https://x.com/levelusd
► Kedian Sun on X: https://x.com/KedianSun
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All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
